EF
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Empirical Finance’s Constellation Brands STZ Stock Holding History

Empirical Finance’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Buy
7,277
+4,198
+136% +$624K 0.04% 304
2026
Q1 		$462K Buy
3,079
+38
+1% +$5.87K 0.02% 420
2025
Q4 		$420K Sell
3,041
-84
-3% -$11.5K 0.02% 426
2025
Q3 		$421K Buy
3,125
+42
+1% +$6.68K 0.02% 443
2025
Q2 		$502K Buy
3,083
+39
+1% +$7K 0.03% 424
2025
Q1 		$559K Buy
3,044
+167
+6% +$30.3K 0.03% 387
2024
Q4 		$636K Buy
2,877
+29
+1% +$6.89K 0.04% 360
2024
Q3 		$734K Buy
2,848
+368
+15% +$91.2K 0.04% 334
2024
Q2 		$638K Sell
2,480
-132
-5% -$33.9K 0.04% 343
2024
Q1 		$710K Sell
2,612
-9
-0.3% -$2.28K 0.04% 342
2023
Q4 		$634K Sell
2,621
-4
-0.2% -$951 0.04% 351
2023
Q3 		$660K Sell
2,625
-32
-1% -$8.35K 0.05% 318
2023
Q2 		$654K Sell
2,657
-1
-0% -$234 0.05% 307
2023
Q1 		$600K Sell
2,658
-215
-7% -$47.8K 0.06% 311
2022
Q4 		$666K Hold
2,873
– – 0.07% 277
2022
Q3 		$660K Buy
2,873
+58
+2% +$14.1K 0.08% 248
2022
Q2 		$656K Buy
2,815
+179
+7% +$43.6K 0.08% 226
2022
Q1 		$607K Buy
2,636
+344
+15% +$79.4K 0.07% 265
2021
Q4 		$575K Buy
2,292
+808
+54% +$184K 0.07% 267
2021
Q3 		$313K Buy
1,484
+226
+18% +$49.3K 0.05% 338
2021
Q2 		$294K Buy
+1,258
New +$295K 0.05% 329
2017
Q1 		– Sell
-84
Closed -$13K – 510
2016
Q4 		$13K Buy
+84
New +$13.3K 0.01% 323

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empirical Finance's STZ Position: Q2 2026 in Review

Empirical Finance increased its Constellation Brands (STZ) stake by 136% in Q2 2026, buying an estimated $624K and bringing the position to 7,277 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #304.

Empirical Finance first reported a position in STZ in Q4 2016 and has held it in 22 quarters since. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Empirical Finance held 7,277 shares of Constellation Brands worth $1.01M as of Q2 2026.
  • Empirical Finance bought 4,198 Constellation Brands shares in Q2 2026, an estimated $624K.
  • Constellation Brands made up 0.04% of Empirical Finance's portfolio in Q2 2026, its #304 holding.
  • Empirical Finance first reported a position in Constellation Brands in Q4 2016 and has held it in 22 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.